What is Trackingplan
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Trackingplan automatically detects all the destinations you’re sending your data to (Google Analytics, Amplitude, Mixpanel, etc.).
For each of your analytics providers, you’ll see the following tabs to visualize the data you’re sending to them.
Overview Tab
Your Overview Tab serves as a central hub for managing your warnings. This tab provides you with a comprehensive view of all the warnings within a destination, helping you proactively monitor them for quick issue resolution.
Key features of this tab include:
Performance Overview
Gain insights into the overall performance of your analytics destinations with visual representations and metrics.
Warnings
This is your historical record of all warnings associated with your providers, where you can filter your warnings by status to easily know what to tackle next and keep track of all your wins.
- All: All your warnings, past and present, for comprehensive oversight.
- Ongoing: Active warnings that require attention or ongoing monitoring.
- Muted: Warnings that have been temporarily silenced or set to a lower priority, allowing you to focus on more critical tasks while still maintaining awareness of underlying issues. Learn more about how to mute warnings.
- Resolved: Warnings that have been successfully addressed and resolved.
Trackingplan marks unread warnings with a blue dot that disappears once the Warning Management View is opened for the first time. However, if you don’t want this to happen, you can also “Mark it as Unread”. This action will restore the blue dot, signaling to the rest of the team that the warning still requires attention.
- Name: Instantly recognize what type of errors are generating your warnings, along with a short description to understand what’s happening and its underlying causes.
- Affected elements: Pinpoint the specific events, properties, or user attributes impacted by your warnings for precise troubleshooting.
- Last seen: Understand the duration for which your warnings have persisted, providing crucial context for prioritizing and addressing issues promptly.
- Notes: Seamlessly collaborate with follow-up notes, ensuring everyone's in sync.
Moreover, in addition to filtering by status (ongoing, muted, resolved), your Overview Tab also offers other advanced filtering possibilities:
- Last seen: Filter by the first or the last time your warnings occurred for targeted analysis and prioritization of issues.
- Category: Group your warnings by their category (specification/traffic/KPI) and type, or by whether they have notes or are affecting starred elements.
- Specification Warnings: Filter by missing property warnings, conditionally missing property warnings, type collision warnings, and validation errors.
- Traffic Warnings: Filter by missing event warnings, traffic below and above daily limit warnings, traffic drop and traffic peak warnings, and missing pixels.
- KPI: Filter by missing KPI value warnings, KPI value drop warnings, KPI value peaks warnings, or KPI values below or above daily limit warnings.
Events Tab
Trackingplan automatically discovers all the events your apps and websites are sending to third-party integrations.
When navigating to your Events tab, you can review all of their specifications and traffic evolution to ensure they’re being tracked correctly and performing as you expect.
At the top of your Events view, you’ll find a filter dropdown to enhance your search capabilities. This will allow you to refine your events by their current status (OK, New, and Warn, Off)—as well as by event type (Custom Events, Draft Events, and Standard Events) among other options.
Taking it a step further, Trackingplan also allows you to select traffic by date, giving you the flexibility to analyze specific time periods or investigate anomalies within a precise timeframe. When you select "To
By selecting the "Today" date option (either from this selector or directly from the graph), a Refresh Data button will appear, enabling you to refresh the displayed data every 5 minutes to obtain the most recent data available at that moment. This capability is particularly useful for monitoring real-time analytics, facilitating more timely decision-making.
Next to it, the Data Explorer button will allow you to analyze the behavior of your data values on that destination, even if an event has just been published without having to wait for consolidation processes.
In the Export button, you’ll be able to export/import all your events as a JSON Schema or as a CSV.
Finally, by clicking on the Create button, you’ll be able to create Custom Events to track and validate any of your events with more granularity, as well as create Draft Events to define the specifications of your events in advance.
Now, let’s explore what you’ll be able to discover inside each of your events detected.
Event Status
This shows you when new events or properties are discovered and automatically tells you if they’re OK or if there are issues you need to address. You can see four different status values in your dashboard:
- New: The “New” status appears when a new property, event, user attribute, acquisition, or other item is discovered. Trackingplan will tell you when a new item was first seen and will automatically monitor it. Learn more about Trackingplan’s auto-monitoring in this demo.
- OK - The “OK” status appears when there are no current issues within an item. Trackingplan tells you when the item was last monitored and gives you the option to mute it.
- Warn - The “Warn” alert appears when Trackingplan detects an issue with an item. Trackingplan will tell you exactly what the issue is and how severe it is.
In case you receive any warning related to your custom specifications or that is against your actual analytics schema, Trackingplan will also show you how to adjust that specification in order to remove the warning.
- Off - These are events that have stopped receiving traffic for at least a few days, allowing you to stay on top of the status of all the events that are no longer actively receiving data. For these events, Trackingplan offers you the option to delete or hide them to keep your event-tracking environment clutter-free.
Event Name
Trackingplan classifies your events just as you know them to easily identify them. Here, you can also expand the information on your events to see all of their properties and review their specifications. Let’s explore this in more detail.
- Trackingplan will automatically document all the properties inferred in your events. Moreover, we also provide you with a sample value of what is arriving at each of the properties below their name to quickly get an idea of their values.
Daily Hits
This section shows how many daily hits your events receive, along with weekly and monthly growth statistics. Trackingplan establishes a baseline based on your events’ traffic and automatically sends you a warning if the number of hits increases or decreases below or above expected levels.
Yet, you can also specify your own thresholds to receive real-time alerts based on your specifications.
Notes
You can also add customized notes and labels on your events and properties to ensure your team members clearly understand all the necessary details. #labels can also be used to create categories to then easily search them in the Search bar or set up Personalized Digests.
Moreover, if you need to write a longer description for a specific event, you can click on the icon shown above to expand all the information (right column) and edit it from there (left column) using Markdown formatting.
Finally, to the right of your events row, you’ll find 2 more buttons by hovering over them: the star icon will allow you to add the most important elements to your Starred Items list to have quick and easy access to them.
The other button will redirect you to Trackingplan’s Data Explorer to be provided with a chart with all values sorted by their frequency and proportion to analyze the evolution of your data values over time.
Event Button Toolbar
Moreover, when expanding an event, you’ll also be able to see an event button toolbar. Let’s explore what you’ll be able to do through it:
- Data Explorer: You can explore your data either by clicking on the icon or through the Data Explorer button inside the event button toolbar. Learn more about it here.
- Tracks Explorer: Trackingplan’s Tracks Explorer offers a comprehensive view of all your tracks without the need to download them, allowing you to see in real-time which tracks have been sent to your servers and analytics providers. Learn more about it here.
- Warning Settings: With this button, you can configure the tolerances of your properties and events individually for that specific event. Trackingplan will always propose predefined alerts based on your business type. However, you can also configure alerts to ensure you receive warnings only when the conditions you specify are met.
- History: Here is where you can see all the changes you and your teammates have made to a specific event.
- Share: If you need to share an event with other members of your organization, click on the share icon on the bottom right of the event.
- Copy Event Specifications: This will export your event specifications in text format.
- Share link to this event: This will create a link to the event that you can share with other members of your organization without making them register as new users.
Properties Tab
Reviewing and setting constraints among dozens of properties in hundreds of events takes time and is cumbersome. We found that property specifications, such as their type or whether they are required or not, are often shared across events or have a sensible default.
Similarly, at the top of your Properties view, you’ll find a filter dropdown to narrow down your properties by their status (OK, New, Warn, Off) or their presence type (required, nullable, optional), among other options.
Here, you’ll also have the ability to select traffic by date, allowing you to analyze specific time periods or investigate anomalies within a precise timeframe. This will also allow you to refresh your data every 5 minutes when selecting the Option “Today”, being especially useful for real-time monitoring and staying aligned as new data flows in.
Finally, you’ll also be able to export all your properties as as a CSV.
While the Properties Tab shares many of the insights found in the events tab, such as the status, the name, the daily hits, the notes, the data explorer, or the type and required properties shared across events, here’s where you’ll be able to edit them in bulk.
For it, the properties tab provides you with more information that you won’t find in the events tab. Let’s go through them:
- Event counter: This allows you to see how many events each property is being sent to. To know which events are sending a specific property, you can click on it directly. This will redirect you only to those events containing that property.
- Type percentage seen: Here is where you can check the percentage of events in which a type constraint matches the one specified. Moreover, by hovering the cursor over the percentage, you’ll be able to see more details to check if there are events that differ from your specifications.
- Property presence percentage: You can view the percentage of times a property is present during event hits just by hovering the cursor over the percentage shown. Trackingplan will automatically send you a warning if your data or event statistics are off.
Attributes Tab
Trackingplan does not track any user-identifiable information itself. Instead, Trackingplan looks at the flow of that data to ensure your user attributes are sent to your data repositories in the format you specify.
If Trackingplan detects that your user attributes are not being sent to your data repositories according to what you have defined, a warning will be automatically generated.
Moreover, within your Attributes tab, you can also refine your searches to for example filter those user attributes that come from a certain source, or select traffic by date. In there, you’ll also be able to refresh your data every 5 minutes when selecting the Option “Today” to obtain the most recent data available at that moment.
Pages Tab
At Trackingplan, we know that your analytics are structured around pages. That's why we've worked hard to provide you with a clear and organized view of your data that brings your analytics closer to your team's perspective, just the way you need it and understand it.
Apart from filtering your pages by their current status, you’ll also be able to select traffic by date and refresh your data every 5 minutes when selecting the Option “Today”.
Here’s what you’ll be able to view in it:
- Events counter: See how many events are located on each of your pages and be directly redirected to them to check their status.
- Traffic Insights for Every Page: Get a bird's-eye view of how many page views each of your pages has received.
- Precise Warning Tracking: See the warnings that are affecting each of your pages and be automatically redirected to Trackingplan’s Warning Management View to fix them in record time.
- Notes section: Keep your tracking organized by adding descriptions and #labels.
- Advanced Page Search: Search for pages with specific criteria, whether it's pages with warnings, pages working correctly, or any other custom search requirements.
Metrics Tab
At Trackingplan, we know there are complex scenarios that are important to measure (even if all we care about is being able to correctly view their traffic and any potential anomalies but not necessarily their properties):
- An event Add_to_Cart on the Search Page…
- The Log_in in Version 12.4…
- The Purchase_Confirmed with Visa…
You'll be able to see your custom metrics on the metrics tab seen below and refresh your data every 5 minutes when selecting the Option “Today” to stay aligned in real-time as new metrics flow in.
You'll be able to see your custom metrics on the metrics tab seen below and, as with custom events, you’ll be able to add them to your starred items list, add notes, or view them through your Daily Digest.
To create Custom Metrics, just click on Create Custom Metric or use Trackingplan’s Data Explorer.
KPIs Tab
At Trackingplan, we know how important it is for digital analysts to know at a glance if their KPIs are reliable to confidently demonstrate to stakeholders that their data is trustworthy.
To create a KPI, just click on “Create”. This will open a modal where you can define your KPIs based on your existing events.
After creating your KPIs, this is what you’ll be able to view in it:
KPI Status
Trackingplan categorizes KPIs into 3 different statuses to provide a quick overview of their current state.
- OK: KPIs marked as "OK" are performing within acceptable parameters, certifying the reliability of the reports using these metrics.
- Warn: KPIs flagged as "Warn" indicate that the performance of the associated metric is deviating from the expected range, whether because Trackingplan has detected missing KPI values, KPI value drops/peaks, or KPI values below or above your custom thresholds.
Moreover, Trackingplan will also flag as a warning those KPIs whose associated events have warnings.
- Off: KPIs will show an OFF status if any of their related events are offline.
Daily values
Trackingplan provides you with daily values for each of your KPIs, along with weekly and monthly growth statistics.
Trackingplan will establish a baseline based on your KPI values and will automatically send you a warning if the value increases or decreases below or above expected levels inferred by our algorithm. Yet, you can also customize your KPI warning settings and specify your own thresholds to receive real-time alerts based on your specifications.
Notes
The Notes section is where you'll find detailed information regarding your KPIs, allowing you the possibility to add notes and labels to ensure your team members clearly understand all the necessary details.
Moreover, you can also click on “View Detail” to access comprehensive information about each KPI definition.
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